Ann: FY20 Half Year Results, page-90

Love this company. It is by far my biggest position having entered around $3 then recently added for the first time in years in the March pullback at around $20.

I just can’t bear to sell any, even though I should rebalance, because you just have to let your winners run sometimes, and when it’s already more than a 10-bagger, a 20% drop after results doesn’t natter when the story and execution are intact but the drop is just because it ran too hard into the result.

i would suggest holders do nothing and prospective buyers watch the chart then take a smallish (eg 1/3) position once the selling dries up and it appears to be finding support on the weekly chart, then dollar cost average in further if it drops another leg lower until you are satisfied with the size of your position.

thats what I do when I want to enter but am worried re timing it too early/ late.